Customer Service Representative jobs at Freedom Bank of Virginia - 223 jobs

TransUnion's Job Applicant Privacy Notice Personal Information We Collect Your Privacy Choices What We'll Bring: At TransUnion, we strive to build an environment where our associates are in the driver's seat of their professional development, while having access to help along the way. We encourage everyone to pursue passions and take ownership of their careers. With the support of colleagues and mentors, our associates are given the tools needed to get where they want to go. Regardless of job titles, our associates have the opportunity to learn new things and be a leader every day. Come be a part of our team - you'll work with great people, pioneering products and cutting-edge technology. As a Senior Customer Engagement Consultant, you are an integral part of the Customer Engagement Team delivering critical services to our customers. You own the operational relationship with high level premium and strategic clients and position yourself as a trusted advisor to their teams. You will lead customer engagements across a range of industries and types of projects such as onboarding, training, strategic operation reviews, operational support, fraud analyses and consulting activities. What You'll Bring: * Bachelor's degree in business, finance or computer science or the equivalent plus 5+ years consultancy, fraud prevention solution experience * Proven ability to identify fraud risks and digital identity challenges, consult with customers to provide insights and develop solutions to address these areas * Strong customer-service orientation and relationship-building skills * Ability to thrive in a fast-paced environment balancing strategic thinking with execution with limited resources * Exceptional analytical and quantitative skills and ability to structure analyses to form data-driven solutions to ambiguous customer challenges * Advanced skills with MS Word, Excel, and PowerPoint We're also looking for the preferred skills below. Whether you are proficient or could use some brushing up, we're happy to support your development in: * Experience in fraud industry especially digital identity and device fraud prevention solutions * Customer Engagement experience * Knowledge of TransUnion's fraud and identity products and services * Exposure to the financial services or insurance industries * Working knowledge of JSON, Tableau, Looker and/or Big Query Impact You'll Make: * Engagement Management: Serve as a trusted advisor to premium clients, guiding them through onboarding, training and strategic operational reviews. Develop fraud risk maturity models and ensure optimal adoption of TU's Fraud solutions * Operational Support: Provide operational support for the clients under your management to give customers a single point of contact for all issues related to our platforms and solutions * Delivery Management: Apply demonstrated proficiency to understand business and technical requirements to plan and manage all phases of solution delivery * Fraud Subject Matter Expertise: Provide specialized expertise for all operational related initiatives for the Global Fraud Solutions group * Problem Solving mindset: Identify the most critical aspects of the problem, and guide business-focused solutions and recommendations that drive customer value. * Advocacy: Represent the voice of the customer to shape product roadmaps and drive innovation in fraud prevention * Growth Orientation: Identify opportunities for solution expansion and collaborate with sales to support renewals and proof-of-concept initiatives * Passion: Actively seeks responsibility and takes pride in delivering the highest quality results and recommendations to our customers. * Team Player: Effectively integrates, motivates and builds relationships with cross-functional team members (local or remote), sponsors, key stakeholders, executives and other individuals or organizations. Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act. Adherence to Company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the Company's reputation are also essential expectations of this position. This is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week. Benefits: TransUnion provides flexible benefits including flexible time off for exempt associates, paid time off for non-exempt associates, up to 12 paid holidays per year, health benefits (including medical, dental, and vision plan options and health spending accounts), mental health support, disability benefits, up to 12 weeks of paid parental leave, adoption assistance, fertility planning coverage, legal benefits, long-term care insurance, commuter benefits, tuition reimbursement, charity gift matching, employee stock purchase plan, 401(k) retirement savings with employer match, and access to TransUnion's Employee Resource Groups. Spousal, domestic partner, and other eligible dependent coverage is available on select health and welfare plans. We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law. Additionally, in accordance with Section 503 of the Rehabilitation Act of 1973 and the Vietnam Era Veterans' Readjustment Assistance Act of 1974, TransUnion takes affirmative action to employ and advance in employment qualified individuals with a disability and protected veterans in all levels of employment and develops annual affirmative action plans. Components of TransUnion's Affirmative Action Program for individuals with disabilities and protected veterans are available for review to any associate or applicant for employment upon request by contacting ********************. Pay Scale Information : The U.S. base salary range for this position is $82,700.00 - $120,000.00 annually. *The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual's education, training, work experience, job-related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations. Regular, fulltime non-sales positions may be eligible to participate in TransUnion's annual bonus plan. Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents. TransUnion's Internal Job Title: Sr Consultant, Customer Experience Company: TransUnion LLC

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. * Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. * Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. * May schedule client appointments and/or conference room for appointments. * Assemble/generate materials including paperwork and reports for client meetings. * Understand and ensure business adherence with firm and financial industry regulatory policies. * May manage FA and Team's social media presence (website, LinkedIn, X, etc.). * Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. * May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. * Seek ways to enhance FA(s) business effectiveness and marketability. * Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. * May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. * May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. * Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: * 2+ years of prior industry and/or administrative work experience. * Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. * Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. * Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. * Detail oriented with an emphasis on accuracy. * Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. * Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. * Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required. #LI-PWM2 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, X, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. #LI-PWM2 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, X, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. #LI-PWM2 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. * Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. * Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. * Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. * May schedule client appointments and/or conference room for appointments. * Assemble/generate materials including paperwork and reports for client meetings. * Understand and ensure business adherence with firm and financial industry regulatory policies. * May manage FA and Team's social media presence (website, LinkedIn, Twitter, etc.). * Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. * May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. * Seek ways to enhance FA(s) business effectiveness and marketability. * Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. * May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. * May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. * Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: * 2+ years of prior industry and/or administrative work experience. * Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. * Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. * Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. * Detail oriented with an emphasis on accuracy. * Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. * Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. * Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required. #LI-PWM5 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, Twitter, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. #LI-PWM5 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, Twitter, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. #LI-PWM5 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Join our fast-growing team in Woodbridge, VA (22193)! We provide remote opportunities, training, and unlimited income potential. Customer Service & Benefits Specialist - Remote / Work From Home About Us The McQuade Agency, a top-performing partner of Globe Life (NYSE: GL), provides supplemental benefits to union members, credit unions, and associations across the U.S. Since 1951, we've been committed to protecting working families. Recognized by Forbes as one of the Top 25 Happiest Companies in America and holding an A+ Superior AM Best rating, we offer stability, growth, and an unmatched team culture. Perks & Benefits Weekly pay + performance bonuses Flexible schedule - work from home Full training provided, no experience required Career advancement opportunities Team trips, contests, and events Supportive and positive work environment Job Responsibilities Provide outstanding customer service via phone, video, and email Assist clients with benefits enrollment and account questions Handle confidential information with professionalism Resolve client issues and follow up promptly Maintain accurate records and documentation Requirements Excellent communication & listening skills Self-motivated, adaptable, and reliable Positive attitude and willingness to learn Comfortable working in a remote environment Pay & Career Growth Average first-year earnings: $62k-$80k Annual earning potential grows by ~$25k per year Merit-based promotions - leadership opportunities available 📌 Apply Today! Apply now for our Benefits Specialist role in Woodbridge, VA 22193 to build a rewarding insurance career with training, support, and growth opportunities

Job Description EQUAL OPPORTUNITY EMPLOYER, INCLUDING DISABILITY/VETS Summary Description Provides excellent customer service while performing efficient and accurate banking transactions in accordance with bank policies and procedures. Assists customers with routine service requests. Identifies and acts on referral opportunities for new products by recognizing customer needs. Essential Functions Accurately processes routine bank transactions including but not limited to check cashing, deposits, withdrawals, account transfers and loan payments Consistently executes customer service standards to provide excellent customer service, resolve problems, and identify customers' financial needs Maintains and balances a working cash supply Displays a positive and professional attitude at all times Maintains current knowledge of bank products and services Works closely with manager and branch team to generate new business Seeks opportunities to refer to other lines of business to include mortgage, cash management, commercial and trust Actively participates in branch campaigns and incentives Completes all training within predetermined time limits Adheres to all bank regulatory, audit, and compliance policies and procedures Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job Position Requirements High school diploma or equivalent 1-2 years of retail/customer service experience, with sales experience preferred Displays professional dress and demeanor Personal computer proficiency Cash handling experience preferred Typically the employee may sit to perform work; however, there may be some standing, walking, bending and lifting 5-10 lbs Work is generally performed indoors in environmentally-controlled conditions Critical Skills / Expertise Excellent customer service and sales skills Excellent oral communication and listening skills Knowledge of (or ability to learn) the bank's operating systems, policies and procedures

Work From Home | Weekly Pay | No Experience Required | Start Immediately Globe Life AO is hiring fast! We're looking for motivated individuals to join our growing remote customer service team. Whether you're starting fresh, switching careers, or just looking for flexible work you can do from home, this role is beginner-friendly with full training provided. ✨ What You'll Do: Making outgoing calls, emails & chats from clients (training provided) Help clients enroll & update their benefit coverage Maintain accurate customer records Provide excellent support with a client-first mindset Work independently while hitting team & personal goals ✅ What We're Looking For: No prior experience needed (we train you!) Strong communication & problem-solving skills Reliable, self-motivated & organized Basic computer skills (we'll guide you) Must be 18+ and legally able to work in the U.S. 💵 What We Offer: Weekly pay + performance-based bonuses Flexible schedules (full-time & part-time options) Union-backed benefits (health, life, retirement) Promotions based on performance, not tenure 100% fully remote - work from anywhere in the U.S. 📅 Hiring Immediately - Apply Today, Start This Week! Quick virtual interviews scheduled within 24-48 hours. Don't wait - multiple positions are available and filling fast.

Customer Service Representative at City National Bank (on-site) We are an EQUAL OPPORTUNITY EMPLOYER, INCLUDING DISABILITY/VETS Are you ready to join a team of award-winning customer service professionals? City National Bank is seeking passionate individuals like you to join our ranks as Customer Service Representatives. As one of the leading banks in the region, we pride ourselves on providing exceptional service to our customers, and we're looking for talented individuals who share our commitment. Why Choose City National Bank? At City, we understand that our employees are our greatest asset. That's why we offer an inclusive and supportive work environment where you can thrive both personally and professionally. Here's what sets us apart: Commitment to Excellence: We aim for excellence in everything we do. By joining our team, you'll be part of an organization that constantly strives for innovation and improvement. Career Growth Opportunities: We believe in investing in our employees' growth and development. With comprehensive training programs and a clear career path, you'll have the opportunity to advance your career within our organization. Competitive Compensation and Benefits: We value our employees' hard work and dedication. In addition to a competitive salary, we offer a comprehensive benefits package, including health insurance, retirement plans, and paid vacation. Strong Company Culture: Our employees are the heart of our organization, and we foster a positive and inclusive company culture. You'll be part of a close-knit team that celebrates individuality and promotes collaboration. Responsibilities: - Provide exceptional customer service by promptly and effectively addressing customer inquiries and resolving issues. - Serve as the first point of contact for customers, representing the bank in a professional and helpful manner. - Identify and assess customers' needs to recommend appropriate banking products and services. - Process transactions accurately and efficiently, including deposits, withdrawals, and transfers. - Educate customers on self-service options and assist with online and mobile banking inquiries. - Maintain accurate customer records and documentation in compliance with banking regulations. - Collaborate with internal teams to address complex customer issues and ensure prompt resolution. Qualifications: - High school diploma or equivalent; college degree preferred. - Previous customer service experience in a banking or financial institution is a plus. - Excellent communication skills, both verbal and written. - Strong problem-solving abilities and attention to detail. - Proficient computer skills and familiarity with banking software and systems. - Ability to work in a fast-paced environment and adapt to changing priorities. - Professional demeanor and ability to build rapport with customers. Join City National Bank today and become part of a team that is passionate about providing exceptional service to our customers. We look forward to hearing from you!

Customer Service Representative at City National Bank (on-site) We are an EQUAL OPPORTUNITY EMPLOYER, INCLUDING DISABILITY/VETS Are you ready to join a team of award-winning customer service professionals? City National Bank is seeking passionate individuals like you to join our ranks as Customer Service Representatives. As one of the leading banks in the region, we pride ourselves on providing exceptional service to our customers, and we're looking for talented individuals who share our commitment. Why Choose City National Bank? At City, we understand that our employees are our greatest asset. That's why we offer an inclusive and supportive work environment where you can thrive both personally and professionally. Here's what sets us apart: * Commitment to Excellence: We aim for excellence in everything we do. By joining our team, you'll be part of an organization that constantly strives for innovation and improvement. * Career Growth Opportunities: We believe in investing in our employees' growth and development. With comprehensive training programs and a clear career path, you'll have the opportunity to advance your career within our organization. * Competitive Compensation and Benefits: We value our employees' hard work and dedication. In addition to a competitive salary, we offer a comprehensive benefits package, including health insurance, retirement plans, and paid vacation. * Strong Company Culture: Our employees are the heart of our organization, and we foster a positive and inclusive company culture. You'll be part of a close-knit team that celebrates individuality and promotes collaboration. Responsibilities: * Provide exceptional customer service by promptly and effectively addressing customer inquiries and resolving issues. * Serve as the first point of contact for customers, representing the bank in a professional and helpful manner. * Identify and assess customers' needs to recommend appropriate banking products and services. * Process transactions accurately and efficiently, including deposits, withdrawals, and transfers. * Educate customers on self-service options and assist with online and mobile banking inquiries. * Maintain accurate customer records and documentation in compliance with banking regulations. * Collaborate with internal teams to address complex customer issues and ensure prompt resolution. Qualifications: * High school diploma or equivalent; college degree preferred. * Previous customer service experience in a banking or financial institution is a plus. * Excellent communication skills, both verbal and written. * Strong problem-solving abilities and attention to detail. * Proficient computer skills and familiarity with banking software and systems. * Ability to work in a fast-paced environment and adapt to changing priorities. * Professional demeanor and ability to build rapport with customers. Join City National Bank today and become part of a team that is passionate about providing exceptional service to our customers. We look forward to hearing from you!

Job Description Customer Service Representative at City National Bank (on-site) We are an EQUAL OPPORTUNITY EMPLOYER, INCLUDING DISABILITY/VETS Are you ready to join a team of award-winning customer service professionals? City National Bank is seeking passionate individuals like you to join our ranks as Customer Service Representatives. As one of the leading banks in the region, we pride ourselves on providing exceptional service to our customers, and we're looking for talented individuals who share our commitment. Why Choose City National Bank? At City, we understand that our employees are our greatest asset. That's why we offer an inclusive and supportive work environment where you can thrive both personally and professionally. Here's what sets us apart: Commitment to Excellence: We aim for excellence in everything we do. By joining our team, you'll be part of an organization that constantly strives for innovation and improvement. Career Growth Opportunities: We believe in investing in our employees' growth and development. With comprehensive training programs and a clear career path, you'll have the opportunity to advance your career within our organization. Competitive Compensation and Benefits: We value our employees' hard work and dedication. In addition to a competitive salary, we offer a comprehensive benefits package, including health insurance, retirement plans, and paid vacation. Strong Company Culture: Our employees are the heart of our organization, and we foster a positive and inclusive company culture. You'll be part of a close-knit team that celebrates individuality and promotes collaboration. Responsibilities: - Provide exceptional customer service by promptly and effectively addressing customer inquiries and resolving issues. - Serve as the first point of contact for customers, representing the bank in a professional and helpful manner. - Identify and assess customers' needs to recommend appropriate banking products and services. - Process transactions accurately and efficiently, including deposits, withdrawals, and transfers. - Educate customers on self-service options and assist with online and mobile banking inquiries. - Maintain accurate customer records and documentation in compliance with banking regulations. - Collaborate with internal teams to address complex customer issues and ensure prompt resolution. Qualifications: - High school diploma or equivalent; college degree preferred. - Previous customer service experience in a banking or financial institution is a plus. - Excellent communication skills, both verbal and written. - Strong problem-solving abilities and attention to detail. - Proficient computer skills and familiarity with banking software and systems. - Ability to work in a fast-paced environment and adapt to changing priorities. - Professional demeanor and ability to build rapport with customers. Join City National Bank today and become part of a team that is passionate about providing exceptional service to our customers. We look forward to hearing from you!

JobID: 210699695 JobSchedule: Full time JobShift: Base Pay/Salary: Baltimore,MD $22.50-$26.53; Washington,DC $25.00-$28.96 At JPMorganChase, you'll be at the forefront of delivering exceptional customer service, where each day presents the same opportunities to make a meaningful difference. You'll engage in creative and exciting work, consistently offering innovative solutions and options to assist our valued customers. While the duties may be routine, your role remains dynamic and impactful, enabling you to build strong relationships and contribute to our business success. As a Specialist I in Account Service at JPMorganChase, you will be the first point of contact for our clients, providing exceptional customer service for various financial products. Your role involves handling inbound calls, building strong customer relationships, and offering innovative solutions to meet client needs. You'll thrive in a fast-paced call center environment, leveraging your communication, multitasking, and results-oriented skills. You will be working within a well-defined framework, performing routine tasks and following established procedures, with any non-standard issues referred to your supervisor. Job responsibilities * Manages a high volume of inbound calls (potentially over 100 daily), delivering comprehensive support for financial products * Utilizes customer service expertise to interpret needs and deliver continuous insights * Navigates multiple computer systems with efficiency, demonstrating adaptability and resilience * Excels both independently and collaboratively, driving team success and achieving goals * Follows all regulatory and departmental practices and procedures diligently * Takes ownership of each customer interaction while treating them with respect and responding with empathy Required qualifications, capabilities, and skills * Must be a spouse of a currently serving member of the U.S. Army, Marine Corps, Navy, Air Force, or Space Force, including active, reserve, and National Guard components. * Reside approximately within a 60-mile radius of the JPMC Center in the following cities: Baltimore, MD - 2415 Liberty Heights Ave, Baltimore, MD 21215/Washington, DC - 2728 Marion Barry Ave SE, Washington, DC, 20020/Suffolk, VA - 6249 College Drive, Suffolk, VA 23435 * Communication, information gathering, and decision-making skills * Customer interaction and support skills with at least 1 year of experience in phone or face-to-face settings, while being able to multitask with computer systems and work accurately * Ability to manage complex customer interactions using empathy, composure, and sound judgment * Ability to adjust to new situations and effectively navigate different cultural contexts and workplace environments * Adaptability and efficiency in fast-paced, dynamic, and results-driven environments * Ability to solve problems and effectively present and explain solutions * Ability to learn products and systems quickly, embrace challenges as opportunities, and actively seek feedback to improve performance and achieve goals * Proficient computer literacy skills, with experience in using technology to solve problems and communicate in a professional setting * High school diploma or GED required Preferred qualifications, capabilities, and skills * Developing ability to use data to understand issues and opportunities * Developing skills in using AI technology for automation and prompt writing Work Schedule Candidates must be willing and able to work schedules during our operating hours, which may include evenings and weekends. This position requires that you attend trainings as scheduled. Training hours may not coincide with your regularly scheduled hours.

The primary purpose of this position is to deliver top-tier customer service to credit union members and prospect policyholders who have insurance-related inquiries or needs. This role involves answering questions, resolving issues, processing policy changes, and assisting members with claims. The representative will act as a liaison between members and the insurance carriers, ensuring that all customer requests are handled promptly and accurately. The position requires a current insurance license and the ability to communicate complex insurance information in a clear, helpful manner to ensure member satisfaction. ESSENTIAL FUNCTIONS AND SUPPORTING DUTIES: Respond to member inquires and requests via verbal and written correspondence Establish customer relationships and follow up with customers, as needed Assist Sales Agents with billing, claims, policy issuance follow-up, documentation, etc. Respond to client inquiries and requests via phone, email and text. Supports team goals and referral efforts Quotes new business when needed Cultivates and retains customer relationships by providing prompt, accurate, and friendly customer service. Document all activities into our Agency Management System - phone calls, interviews, quotes, sales, etc. Maintain long-term relationships with policyholders. Learn and maintain working knowledge of North Carolina insurance rules and regulations. QUALIFICATIONS AND REQUIREMENTS: Required Education: A two-year college degree or completion of a specialized course of study. Preferred Experience: Minimum of 1 year in insurance customer service or related role. Required Licenses: VA Property & Casualty license. Skills and Abilities: Ability to adhere to BayPort Credit Union's Core Values: Integrity, Be Bold, Compassion, Diversity, Innovation, It's On Me, and One Team. Ability to work in a non-structured environment without daily direction. Proficient in computer programs such as DocuSign and Microsoft Office products Excellent communication skills - written, verbal and listening Problem-solving, organizational skills, attentive to detail and possess the ability to multi-task. This job description is not an all-inclusive list of the responsibilities, skills, working conditions or essential functions of this job. Management reserves the right to modify, add or remove essential functions as business needs warrant. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and reserve the right to perform pre-employment substance abuse testing.

Blue Ridge Bank is an equal opportunity employer and prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. This applies to all terms and conditions of employment including, but not limited to, recruiting, hiring, selection for training, promotion, demotion, discipline, rates of pay or other compensation, transfer, layoff, termination, recall, use of all facilities, and participation in all Company sponsored activities. Blue Ridge Bank is extremely proud of its more than a century of customer-based service and looks forward to serving its current and new customers for many years to come, with the attention and service that only a locally owned independent community bank can provide. At Blue Ridge Bank our purpose is to be a trusted partner OF CHOICE in helping our customers achieve their financial goals and that includes you as well! Our Core values of teamwork, integrity, respect, open communication and honoring our commitments to each other, serve as our compass, driving us forward with purpose. These values guide our actions and shape our culture to deliver on our purpose. They influence our decision-making and define how we interact with one another and our customers. This role works with the commercial bankers and their respective portfolios in the Central Virginia Market to administer various ongoing client servicing and portfolio management functions, deliver comprehensive and prompt customer service to internal and external customers and exercise quality control oversight in the execution of all duties. May escalate complex issues and challenges a Business Banker or Sr Client Relationship Specialist. Key Responsibilities: * Deliver excellent customer service through being responsive and communicating effectively. * Assist clients and prospects by providing information and prompt solutions as necessary. * Establish and maintain effective internal/external working relationships as required by specific job duties. * Receive and process incoming customer requests for advances, paydowns, transfers and wires. * Within assigned scope of authority and within terms of lending limits they will advance for overdrafts, assist with credit extensions and draws on credit facilities. * Support the sales process by offering depository and cash management products as appropriate; refer client to other lines of business as needed. * Maintain current knowledge of commercial account products and procedures to resolve problems and answer questions from clients. * Sort, file, classify, and retrieve material in an established filing system including but not limited to customer credit files. * Search records, both internal and external, such as UCC searches, credit reports, county property records, prospect data bases, secretary of state records, client records, and others, to locate specific information; checks materials for accuracy, completeness and/or procedural compliance; compares data to identify similarities and differences; compiles such information in a variety of ways. * Transaction processing includes those involving complex steps such as determination of compliance with credit approvals and regulations. * Prepare documents, forms and communications with accuracy and attention to detail. * Independently examine/validate documents, identify variances, errors or procedural non-compliance and take appropriate action to correct. * Understand and uphold internal policies, standards, procedures and practices to the assigned function. * Acts are part of the first line customer contact and support, and is involved in lending operational activities (document preparation, processing, servicing, etc.) Requirements Required Experience/Education: * Some relevant experience. Customer service and background in Retail/Commercial products preferred. * General understanding of collateral requirements and other loan terms with general exposure to loan documentation. * General understanding of state and federal regulatory/reporting/recording requirements pertaining to assigned function. * Communicate effectively in oral and written communication. * Ability to meet deadlines and conduct timely follow-up. * Knowledge and experience reviewing financial data and credit information. Required Skills/Knowledge: * Ability to build strong "One Bank" internal partnerships to provide holistic solutions for the client's business and personal financial goals. * Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations. * Must be proficient in all Microsoft Office software, familiarity with prospecting and CRM sales tools preferred. * Customer service experience

Blue Ridge Bank is an equal opportunity employer and prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. This applies to all terms and conditions of employment including, but not limited to, recruiting, hiring, selection for training, promotion, demotion, discipline, rates of pay or other compensation, transfer, layoff, termination, recall, use of all facilities, and participation in all Company sponsored activities. Blue Ridge Bank is extremely proud of its more than a century of customer-based service and looks forward to serving its current and new customers for many years to come, with the attention and service that only a locally owned independent community bank can provide. At Blue Ridge Bank our purpose is to be a trusted partner OF CHOICE in helping our customers achieve their financial goals and that includes you as well! Our Core values of teamwork, integrity, respect, open communication and honoring our commitments to each other, serve as our compass, driving us forward with purpose. These values guide our actions and shape our culture to deliver on our purpose. They influence our decision-making and define how we interact with one another and our customers. This role works with the commercial bankers and their respective portfolios in the Central Virginia Market to administer various ongoing client servicing and portfolio management functions, deliver comprehensive and prompt customer service to internal and external customers and exercise quality control oversight in the execution of all duties. May escalate complex issues and challenges a Business Banker or Sr Client Relationship Specialist. Key Responsibilities: Deliver excellent customer service through being responsive and communicating effectively. Assist clients and prospects by providing information and prompt solutions as necessary. Establish and maintain effective internal/external working relationships as required by specific job duties. Receive and process incoming customer requests for advances, paydowns, transfers and wires. Within assigned scope of authority and within terms of lending limits they will advance for overdrafts, assist with credit extensions and draws on credit facilities. Support the sales process by offering depository and cash management products as appropriate; refer client to other lines of business as needed. Maintain current knowledge of commercial account products and procedures to resolve problems and answer questions from clients. Sort, file, classify, and retrieve material in an established filing system including but not limited to customer credit files. Search records, both internal and external, such as UCC searches, credit reports, county property records, prospect data bases, secretary of state records, client records, and others, to locate specific information; checks materials for accuracy, completeness and/or procedural compliance; compares data to identify similarities and differences; compiles such information in a variety of ways. Transaction processing includes those involving complex steps such as determination of compliance with credit approvals and regulations. Prepare documents, forms and communications with accuracy and attention to detail. Independently examine/validate documents, identify variances, errors or procedural non-compliance and take appropriate action to correct. Understand and uphold internal policies, standards, procedures and practices to the assigned function. Acts are part of the first line customer contact and support, and is involved in lending operational activities (document preparation, processing, servicing, etc.) Requirements Required Experience/Education: Some relevant experience. Customer service and background in Retail/Commercial products preferred. General understanding of collateral requirements and other loan terms with general exposure to loan documentation. General understanding of state and federal regulatory/reporting/recording requirements pertaining to assigned function. Communicate effectively in oral and written communication. Ability to meet deadlines and conduct timely follow-up. Knowledge and experience reviewing financial data and credit information. Required Skills/Knowledge: Ability to build strong "One Bank" internal partnerships to provide holistic solutions for the client's business and personal financial goals. Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations. Must be proficient in all Microsoft Office software, familiarity with prospecting and CRM sales tools preferred. Customer service experience

**Your opportunity** As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. **What you have** As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. **Required Qualifications:** + 1+ years of Client/Customer Service experience **Preferred Qualifications:** + Previous experience in Financial Services/Wealth Management and/or closely related industry. + While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses + Ability to handle client needs with tact and diplomacy + Outstanding written and oral communication skills + Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously + Ability to build and maintain good cross-enterprise working relationships + Basic understanding of brokerage regulations and rules that govern client accounts + May be asked to become a Notary **In addition to the salary range, this role is also eligible for bonus or incentive opportunities.** **What's in it for you** At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental, and vision insurance What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.

Your Opportunity As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. What you have As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. Required Qualifications: * 1+ years of Client/Customer Service experience Preferred Qualifications: * Previous experience in Financial Services/Wealth Management and/or closely related industry. * While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses * Ability to handle client needs with tact and diplomacy * Outstanding written and oral communication skills * Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously * Ability to build and maintain good cross-enterprise working relationships * Basic understanding of brokerage regulations and rules that govern client accounts * May be asked to become a Notary * In addition to the salary range, this role is also eligible for bonus or incentive opportunities.